Focused Wealth Management’s Lennar Class A LEN Stock Holding History

Focused Wealth Management’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-36	Closed	-$3.68K	–	1099
2023 Q1	$3.68K	Buy	+36	New	+$3.48K	﹤0.01%	724
2017 Q4	–	Sell	-420	Closed	-$21K	–	717
2017 Q3	$21K	Hold	420	–	–	0.01%	335
2017 Q2	$21K	Hold	420	–	–	0.01%	374
2017 Q1	$20K	Hold	420	–	–	0.01%	376
2016 Q4	$17K	Hold	420	–	–	0.01%	406
2016 Q3	$17K	Hold	420	–	–	0.01%	382
2016 Q2	$18K	Hold	420	–	–	0.01%	366
2016 Q1	$19K	Hold	420	–	–	0.01%	303
2015 Q4	$20K	Hold	420	–	–	0.01%	319
2015 Q3	$19K	Buy	+420	New	+$20.6K	0.01%	305

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return